SVA | A Professional Services Company

Manager

• oversee client projects from engagement planning to implementation and beyond
• develop and manage an engagement plan for implementation
• coordinate client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
• understand and establish priorities
• identify resource requirements and assign staffing consultants to projects
• monitor performance of project tasks
• identify, track, and manage action items, issues, and risks, and serve as liaison between the client team and the internal service team
• prepare and send weekly status reports
• collaborate with peers to ensure the team exceeds clients’ expectations
• deliver projects on time and within budget
• professional development through community organizational involvement and business solicitation

Trust and Estates Manager

• Overseeing client projects from engagement planning to implementation and beyond
• Develop and manage an engagement plan for implementation
• Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
• Understand and establish priorities
• Identify resource requirements and assign staffing consultants to projects
• Monitor performance of project tasks
• Identifying, tracking, and managing action items, issues, and risks, and serving as liaison between the client team and our internal service team to resolve all in a timely manner
• Preparing and sending weekly status reports
• Collaborating with peers to ensure our team is exceeding clients’ expectations
• Delivering projects on time and within the budget
• Professional development through community organizational involvement and business solicitation
• All other duties as assigned